Original filing (PDF)20250610123028NAL0024612000001

THE BUCKS COUNTY HISTORICAL SOCIETY

Name: THE BUCKS COUNTY HISTORICAL SOCIETY — THE BUCKS COUNTY HISTORICAL SOCIETY'S TIAA CREF RETIREMENT, Form 5500 (2024)
Creator: THE BUCKS COUNTY HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

THE BUCKS COUNTY HISTORICAL SOCIETY'S TIAA CREF RETIREMENT

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUCKS COUNTY HISTORICAL SOCIETY.

Plan sponsor

Name

THE BUCKS COUNTY HISTORICAL SOCIETY

EIN

23-1371952

Address

84 SOUTH PINE STREET · DOYLESTOWN, PA · 189014999

Phone

(215) 345-0210

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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